Nat West
Industry: Retail banking company
DescriptionNational Westminster Bank, commonly known as NatWest, is a major retail and commercial bank in the United Kingdom. It was established in 1968 by the merger of National Provincial Bank and Westminster Bank. Since 2000, it has been part of The Royal Bank of Scotland Group. Credit card support: 011 44 1268 508018 Headquarters: London, United Kingdom Parent organization: NatWest Holdings Inc. CEO: Ross McEwan (Oct 1, 2013–) Founded: 1968, London, United Kingdom Subsidiaries: Coutts, RBS INVOICE FINANCE LIMITED,
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Nat West Employees
Employee
Years
Job
Industry
Frank Rinck Frank Rinck's Nat West Experience 1974 - 2007
Job Sr. Director at Capital One
Industry Financial Services
Experience
Capital One Sr. DirectorCapital OneMay 2008 - October 2013
Bank if America 1974 - 2007
Nat West 1974 - 2007
Skills
Portfolio Management, Credit, Finance, Financial Modeling, Financial Analysis, Credit Cards, Financial Services, Loans, Cash Management, Credit Analysis, Credit Risk, Financial Risk
Education
Hofstra University
Bachelor’s Degree, Accounting and Business/Management
Hofstra University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Capital One Sr. DirectorCapital OneMay 2008 - October 2013
Bank if America 1974 - 2007
Nat West 1974 - 2007
Skills
Portfolio Management, Credit, Finance, Financial Modeling, Financial Analysis, Credit Cards, Financial Services, Loans, Cash Management, Credit Analysis, Credit Risk, Financial Risk
Education
Hofstra University
Bachelor’s Degree, Accounting and Business/Management
Hofstra University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Barbara Boccia Barbara Boccia's Nat West Experience 1987 - 1991
Job Vendor Logistics Specialist, SANS Institute
Industry Events Services
Experience
SANS Institute October 2011 - Present
The Greens at Half Hollow August 2012 - March 2013
CITIBANK N December 2009 - July 2010
BLUELINE SWIMMING POOL AND SPA SERVICES, INC January 2001 - January 2009
RENAISSANCE SOFTWARE, LLC / VERTEX INTERACTIVE, INC January 1995 - January 2001
Renaissance Software 1995 - 2001
SPEC 4 INTERNATIONAL, INC January 1991 - January 1995
Spec 4 International 1991 - 1995
NATIONAL WESTMINSTER BANK USA January 1987 - January 1991
Nat West 1987 - 1991
Education
Katharine Gibbs School 1986 — 1987
Nassau Community College 1983 — 1986
Northport High School 1981 — 1984
KATHARINE GIBBS SCHOOL
Nassau Community College
Fashion Merchandising / Liberal Studies
SANS Institute October 2011 - Present
The Greens at Half Hollow August 2012 - March 2013
CITIBANK N December 2009 - July 2010
BLUELINE SWIMMING POOL AND SPA SERVICES, INC January 2001 - January 2009
RENAISSANCE SOFTWARE, LLC / VERTEX INTERACTIVE, INC January 1995 - January 2001
Renaissance Software 1995 - 2001
SPEC 4 INTERNATIONAL, INC January 1991 - January 1995
Spec 4 International 1991 - 1995
NATIONAL WESTMINSTER BANK USA January 1987 - January 1991
Nat West 1987 - 1991
Education
Katharine Gibbs School 1986 — 1987
Nassau Community College 1983 — 1986
Northport High School 1981 — 1984
KATHARINE GIBBS SCHOOL
Nassau Community College
Fashion Merchandising / Liberal Studies
Beth Herman's Nat West Experience 1995 - 1996
Job Bank Examiner Credit at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency February 2011 - Present
Marathon Bank November 2010 - March 2011
Wells Fargo Bank April 2004 - July 2010
Bank of America April 1996 - April 2004
Nat West 1995 - 1996
Manufacturers Hanover Trust 1989 - 1995
Skills
Banking, Asset Managment, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, Credit Risk, Due Diligence, Financial Analysis, Financial Structuring, Financial Modeling, Investments, Loans, Real Estate Economics, Portfolio Management, Mergers, Risk Management, Underwriting, Valuation, Asset Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
Yale University School of Architecture 1976 — 1979
Architecture
Columbia University in the City of New York 1974 — 1976
M.A., Sociology
Oberlin College 1966 — 1971
BA, English
Office of the Comptroller of the Currency February 2011 - Present
Marathon Bank November 2010 - March 2011
Wells Fargo Bank April 2004 - July 2010
Bank of America April 1996 - April 2004
Nat West 1995 - 1996
Manufacturers Hanover Trust 1989 - 1995
Skills
Banking, Asset Managment, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Credit Analysis, Credit Risk, Due Diligence, Financial Analysis, Financial Structuring, Financial Modeling, Investments, Loans, Real Estate Economics, Portfolio Management, Mergers, Risk Management, Underwriting, Valuation, Asset Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
Yale University School of Architecture 1976 — 1979
Architecture
Columbia University in the City of New York 1974 — 1976
M.A., Sociology
Oberlin College 1966 — 1971
BA, English
Caryn Rahill, Certified Financial Planner Caryn Rahill, Certified Financial Planner's Nat West Experience 1993 - 1995
Job Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2013 - Present
Wells Fargo Private Bank September 2005 - May 2013
Sovereign Bank January 2001 - October 2005
Nat West 1993 - 1995
Skills
Loans, Credit, Series 7, Banking, Investments, High Net Worth..., Financial Services, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Private Banking, Financial Analysis, Leadership, Cash Management, Financial Advisory, Finance, Portfolio Management
Education
Fairleigh Dickinson 2003 — 2005
CFP, Certified Financial Planner
Salisbury State University 1992 — 1996
Bachelor of Science, Business Administration- Marketing
U.S. Trust May 2013 - Present
Wells Fargo Private Bank September 2005 - May 2013
Sovereign Bank January 2001 - October 2005
Nat West 1993 - 1995
Skills
Loans, Credit, Series 7, Banking, Investments, High Net Worth..., Financial Services, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Private Banking, Financial Analysis, Leadership, Cash Management, Financial Advisory, Finance, Portfolio Management
Education
Fairleigh Dickinson 2003 — 2005
CFP, Certified Financial Planner
Salisbury State University 1992 — 1996
Bachelor of Science, Business Administration- Marketing
David Marione David Marione's Nat West Experience June 1984 - May 1996
Job Owner, The TAB Group
Industry Information Services
Experience
The TAB Group January 1997 - Present
Nat West June 1984 - May 1996
Skills
Solution Selling, Document Management, Document Imaging, Enterprise Content..., Professional Services, Sales Process, Direct Sales, SaaS, Cloud Computing, Selling, Strategic Partnerships, B2B, New Business Development, Pre-sales, Enterprise Software, Sales
Education
Lafayette College 1978 — 1982
BA, Econ
The TAB Group January 1997 - Present
Nat West June 1984 - May 1996
Skills
Solution Selling, Document Management, Document Imaging, Enterprise Content..., Professional Services, Sales Process, Direct Sales, SaaS, Cloud Computing, Selling, Strategic Partnerships, B2B, New Business Development, Pre-sales, Enterprise Software, Sales
Education
Lafayette College 1978 — 1982
BA, Econ
Matthew Nemitoff's Nat West Experience September 1996 - February 1998
Job Owner, A Better Image, Inc
Industry Marketing and Advertising
Experience
A Better Image, Inc January 1998 - Present
Salomon Smith Barney February 1998 - June 1998
Nat West September 1996 - February 1998
Skills
Advertising, Marketing, Trade Shows, Strategy, Budgets, Marketing Strategy, Corporate Branding, Email Marketing, Direct Marketing, Strategic Partnerships, Product Marketing, Retail, Logo Design, Marketing Communications, Strategic Planning, New Business Development, Entrepreneurship, Brand Development, Small Business, Start-ups, Digital Strategy, Marketing Management, Lead Generation, Event Management, B2B Marketing, Web Analytics, Digital Media, Social Media Marketing
Education
Lehigh University 1992 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1992 — 1996
BS Finance
A Better Image, Inc January 1998 - Present
Salomon Smith Barney February 1998 - June 1998
Nat West September 1996 - February 1998
Skills
Advertising, Marketing, Trade Shows, Strategy, Budgets, Marketing Strategy, Corporate Branding, Email Marketing, Direct Marketing, Strategic Partnerships, Product Marketing, Retail, Logo Design, Marketing Communications, Strategic Planning, New Business Development, Entrepreneurship, Brand Development, Small Business, Start-ups, Digital Strategy, Marketing Management, Lead Generation, Event Management, B2B Marketing, Web Analytics, Digital Media, Social Media Marketing
Education
Lehigh University 1992 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1992 — 1996
BS Finance
Nobel Gulati Nobel Gulati's Nat West Experience 1996 - 1997
Job Chief Executive Officer at Two Sigma Advisers, LLC
Industry Financial Services
Experience
Two Sigma Advisers, LLC January 2011 - Present
Two Sigma Investments June 2007 - Present
Citi 1999 - 2007
ABN AMRO 1997 - 1999
Nat West 1996 - 1997
ASK Raymond James 1994 - 1996
Raymond James 1989 - 1993
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Trading Systems, Investment Banking, Derivatives, Investments, Portfolio Management, Financial Modeling, Electronic Trading, Series 7, Asset Managment, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
B.S.E., Finance, Management
Two Sigma Advisers, LLC January 2011 - Present
Two Sigma Investments June 2007 - Present
Citi 1999 - 2007
ABN AMRO 1997 - 1999
Nat West 1996 - 1997
ASK Raymond James 1994 - 1996
Raymond James 1989 - 1993
Skills
Hedge Funds, Equities, Capital Markets, Alternative Investments, Trading Systems, Investment Banking, Derivatives, Investments, Portfolio Management, Financial Modeling, Electronic Trading, Series 7, Asset Managment, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
B.S.E., Finance, Management
John McInerney John McInerney's Nat West Experience 1977 - 1984
Job Sr. Vice President at Chatham Development Company
Industry Real Estate
Experience
Chatham Development Company August 2005 - Present
DeMatteis Organizations January 1992 - July 2005
European American Bank April 1982 - December 1990
Nat West 1977 - 1984
Skills
REO, Real Estate, Negotiation, Due Diligence, Dispositions, Investors, Real Estate Development, Real Estate Investment, Disposition, Investment Properties, Apartments, Property Management, Commercial Real Estate, Luxury, Real Estate Economics, Sellers, Corporate Real Estate, Valuation, Brokerage, Loans, Commercial Mortgages, Location Intelligence, Real Estate Transactions, Single Family Homes, Asset Managment, Landlord, Real Estate Financing, Finance, Acquisitions, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1968 — 1977
BS;MBA, Managment/Finance
Chatham Development Company August 2005 - Present
DeMatteis Organizations January 1992 - July 2005
European American Bank April 1982 - December 1990
Nat West 1977 - 1984
Skills
REO, Real Estate, Negotiation, Due Diligence, Dispositions, Investors, Real Estate Development, Real Estate Investment, Disposition, Investment Properties, Apartments, Property Management, Commercial Real Estate, Luxury, Real Estate Economics, Sellers, Corporate Real Estate, Valuation, Brokerage, Loans, Commercial Mortgages, Location Intelligence, Real Estate Transactions, Single Family Homes, Asset Managment, Landlord, Real Estate Financing, Finance, Acquisitions, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1968 — 1977
BS;MBA, Managment/Finance
Jeanne Bannan Brown's Nat West Experience September 1991 - 1996
Job Commercial Loan Specialist at Axiom Bank f/k/a Urban Trust Bank
Industry Banking
Experience
Axiom Bank September 2013 - Present
Capital One 2011 - August 2013
First Franchise Capital Corporation August 2010 - October 2011
. August 2009 - April 2010
Bank of America September 1991 - July 2009
Fleet Bank 1996 - 2004
Nat West September 1991 - 1996
Citicorp Real Estate June 1989 - August 1991
Bank Leumi Trust Company October 1986 - June 1989
Union Chelsea National Bank January 1985 - October 1986
Skills
Administration, Documentation, Banking, Management, Loan Origination, Process Improvement, Accounting, Customer Service, Microsoft Office, Outlook, Construction Loans, Microsoft Excel, Team Building, Commercial Mortgages, Commercial Banking
Education
Fairleigh Dickinson University 2009 — 2010
Paralegal Certificate, ABA
Felician College 2005 — 2007
B.A., Marketing & Management
DeAnza College
AA, Real Estate
Bishop McDonnell H.S. 1966 — 1970
UCLA Extension
Axiom Bank September 2013 - Present
Capital One 2011 - August 2013
First Franchise Capital Corporation August 2010 - October 2011
. August 2009 - April 2010
Bank of America September 1991 - July 2009
Fleet Bank 1996 - 2004
Nat West September 1991 - 1996
Citicorp Real Estate June 1989 - August 1991
Bank Leumi Trust Company October 1986 - June 1989
Union Chelsea National Bank January 1985 - October 1986
Skills
Administration, Documentation, Banking, Management, Loan Origination, Process Improvement, Accounting, Customer Service, Microsoft Office, Outlook, Construction Loans, Microsoft Excel, Team Building, Commercial Mortgages, Commercial Banking
Education
Fairleigh Dickinson University 2009 — 2010
Paralegal Certificate, ABA
Felician College 2005 — 2007
B.A., Marketing & Management
DeAnza College
AA, Real Estate
Bishop McDonnell H.S. 1966 — 1970
UCLA Extension
W. Bryan Chapman's Nat West Experience February 1987 - September 1993
Job EVP & Energy Lending Manager at IBERIABANK
Industry Banking
Experience
IBERIABANK October 2009 - Present
Amegy Bank November 2001 - September 2009
ABN AMRO Bank October 1993 - June 2001
Nat West February 1987 - September 1993
Skills
Banking, Due Diligence, Financial Analysis, Portfolio Management, CRM, Loans, Credit, Financial Modeling, Mergers & Acquisitions, Commercial Banking, Energy, Marketing, Risk Management, Corporate Finance, Start-ups, Upstream, Credit Analysis, Loan Origination, Senior Debt, Training, Commercial Lending, Energy Industry
Education
Louisiana Tech University 1985 — 1986
MBA, Finance
Louisiana Tech University 1980 — 1985
Bachelor of Science, Geology
Sulphur High School
Sulphur High School
IBERIABANK October 2009 - Present
Amegy Bank November 2001 - September 2009
ABN AMRO Bank October 1993 - June 2001
Nat West February 1987 - September 1993
Skills
Banking, Due Diligence, Financial Analysis, Portfolio Management, CRM, Loans, Credit, Financial Modeling, Mergers & Acquisitions, Commercial Banking, Energy, Marketing, Risk Management, Corporate Finance, Start-ups, Upstream, Credit Analysis, Loan Origination, Senior Debt, Training, Commercial Lending, Energy Industry
Education
Louisiana Tech University 1985 — 1986
MBA, Finance
Louisiana Tech University 1980 — 1985
Bachelor of Science, Geology
Sulphur High School
Sulphur High School
Deb Gellman Deb Gellman's Nat West Experience June 1985 - June 1994
Job Senior Vice President at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets December 2011 - Present
MF Global February 2010 - November 2011
AIG Investments 2001 - February 2010
Prescient Securities, LLC 2000 - 2001
Bloomberg March 1997 - August 1999
RW Pressprich 1995 - 1997
Nat West June 1985 - June 1994
Skills
Capital Markets, Fixed Income, Bloomberg, Investments, Bonds, Series 7, Securities, Investment Management, Portfolio Management, Trading, Asset Management, Investment Advisory, Finance, Financial Services
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA, Finance
Stony Brook University 1978 — 1979
MA, Mathematics Education
Cornell University 1971 — 1975
BS, Chemistry/Math Education
BB&T Capital Markets December 2011 - Present
MF Global February 2010 - November 2011
AIG Investments 2001 - February 2010
Prescient Securities, LLC 2000 - 2001
Bloomberg March 1997 - August 1999
RW Pressprich 1995 - 1997
Nat West June 1985 - June 1994
Skills
Capital Markets, Fixed Income, Bloomberg, Investments, Bonds, Series 7, Securities, Investment Management, Portfolio Management, Trading, Asset Management, Investment Advisory, Finance, Financial Services
Education
Cornell University - Johnson Graduate School of Management 1980 — 1982
MBA, Finance
Stony Brook University 1978 — 1979
MA, Mathematics Education
Cornell University 1971 — 1975
BS, Chemistry/Math Education
Dan Coker's Nat West Experience 1996 - 1997
Job Investment Research and Strategy
Industry Capital Markets
Experience
Moody's Corporation 2006 - 2015
Morgan Stanley Capital International 2002 - 2005
Citigroup 2000 - 2002
Schroders 1997 - 1999
Nat West 1996 - 1997
Prudential Securities 1992 - 1996
Prudential 1991 - 1992
Hewlett-Packard 1987 - 1989
Skills
Stock Selection, Quantitative Research, Marketing, Product Development, Portfolio Management, Communication Skills, Financial Analysis, Equities, Financial Modeling, Investments, Valuation, Quantitative Finance, Capital Markets, Management, Equity Research, Financial Markets, Fixed Income, Derivatives, Business Strategy, Quantitative Analytics, Stock Picking, Hedge Funds, Investment Banking, Asset Management, Structured Finance, Analysis, Alternative Investments, Structured Products, Economics, Investment Management, Bloomberg, Securities, Investment Strategies, Private Equity, Asset Allocation, Trading, Finance
Education
Drew University 1989 — 1991
Bachelor's Degree
Middlesex County College 1985 — 1989
Associate's Degree
West Chester University of Pennsylvania 1982 — 1985
Moody's Corporation 2006 - 2015
Morgan Stanley Capital International 2002 - 2005
Citigroup 2000 - 2002
Schroders 1997 - 1999
Nat West 1996 - 1997
Prudential Securities 1992 - 1996
Prudential 1991 - 1992
Hewlett-Packard 1987 - 1989
Skills
Stock Selection, Quantitative Research, Marketing, Product Development, Portfolio Management, Communication Skills, Financial Analysis, Equities, Financial Modeling, Investments, Valuation, Quantitative Finance, Capital Markets, Management, Equity Research, Financial Markets, Fixed Income, Derivatives, Business Strategy, Quantitative Analytics, Stock Picking, Hedge Funds, Investment Banking, Asset Management, Structured Finance, Analysis, Alternative Investments, Structured Products, Economics, Investment Management, Bloomberg, Securities, Investment Strategies, Private Equity, Asset Allocation, Trading, Finance
Education
Drew University 1989 — 1991
Bachelor's Degree
Middlesex County College 1985 — 1989
Associate's Degree
West Chester University of Pennsylvania 1982 — 1985
Alfredo Alves de Lima, Partner at New York Life's Nat West Experience 1995 - 1996
Job Hiring and Developing Entrepreneurial People Who Are Interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company 2015 - Present
New York Life Insurance Company 2013 - 2015
Bestra Brand Consultants 2010 - 2013
Saga Sociedade Anônima Goiás de Automóveis SA 2007 - 2010
Interbrand 2000 - 2005
Nat West 1995 - 1996
Republic National Bank June 1988 - May 1995
Skills
Business Development, Strategic Planning, Management, Leadership, Building Relationship, Risk Management, Financial Services, Business Succession..., Lifetime Income..., Retirement Planning
Education
Fordham University 1991 — 1994
MBA, Finance & International Business
Concordia College 1984 — 1988
Bachelor, Economics & Business Administration
Colégio Santo Américo 1980 — 1982
High School, Mathematics
New York Life Insurance Company 2015 - Present
New York Life Insurance Company 2013 - 2015
Bestra Brand Consultants 2010 - 2013
Saga Sociedade Anônima Goiás de Automóveis SA 2007 - 2010
Interbrand 2000 - 2005
Nat West 1995 - 1996
Republic National Bank June 1988 - May 1995
Skills
Business Development, Strategic Planning, Management, Leadership, Building Relationship, Risk Management, Financial Services, Business Succession..., Lifetime Income..., Retirement Planning
Education
Fordham University 1991 — 1994
MBA, Finance & International Business
Concordia College 1984 — 1988
Bachelor, Economics & Business Administration
Colégio Santo Américo 1980 — 1982
High School, Mathematics
Raymond Olsen Raymond Olsen's Nat West Experience April 1996 - February 1998
Job CFO at Group One Investments LLC
Industry Airlines/Aviation
Experience
Group One Investments LLC September 2009 - Present
Barclays Capital July 2007 - May 2009
Deutsche Bank Securities February 1998 - July 2007
Nat West April 1996 - February 1998
Morgan Stanley September 1989 - April 1996
Ernst & Young September 1987 - September 1989
Pannell Kerr & Foster October 1985 - September 1987
Skills
Accounting, Equities, Investments, Derivatives, Financial Services, Managerial Finance, Account Reconciliation, Equity Derivatives, Hedge Funds, Options, Prime Brokerage, Financial Risk, Finance, Swaps, Trading, Structured Products, Settlement, Investment Banking, Capital Markets, Fixed Income, Middle Office, Asset Management, Securities, Financial Modeling, Alternative Investments, Funding, Structured Finance, Financial Markets, Private Equity, Treasury, Financial Structuring, Valuation, Corporate Finance, Cash Management, Emerging Markets
Education
London Business School 2006 — 2007
Deutsche Bank GTO Leadership Programme, Business/Managerial Economics
Saint John's University 1981 — 1985
Bachelors, Accounting
State University of New York College at Geneseo 1981 — 1981
Group One Investments LLC September 2009 - Present
Barclays Capital July 2007 - May 2009
Deutsche Bank Securities February 1998 - July 2007
Nat West April 1996 - February 1998
Morgan Stanley September 1989 - April 1996
Ernst & Young September 1987 - September 1989
Pannell Kerr & Foster October 1985 - September 1987
Skills
Accounting, Equities, Investments, Derivatives, Financial Services, Managerial Finance, Account Reconciliation, Equity Derivatives, Hedge Funds, Options, Prime Brokerage, Financial Risk, Finance, Swaps, Trading, Structured Products, Settlement, Investment Banking, Capital Markets, Fixed Income, Middle Office, Asset Management, Securities, Financial Modeling, Alternative Investments, Funding, Structured Finance, Financial Markets, Private Equity, Treasury, Financial Structuring, Valuation, Corporate Finance, Cash Management, Emerging Markets
Education
London Business School 2006 — 2007
Deutsche Bank GTO Leadership Programme, Business/Managerial Economics
Saint John's University 1981 — 1985
Bachelors, Accounting
State University of New York College at Geneseo 1981 — 1981
Jill Braun Jill Braun's Nat West Experience 1982 - 1996
Job Senior Manager Wholesale Credit Risk Analysis & Reporting at HSBC
Industry Banking
Experience
HSBC Bank USA, NA October 2014 - Present
Valley National Bank February 2006 - October 2014
Bank of America April 2004 - June 2005
Fleet Bank April 1996 - April 2004
Nat West 1982 - 1996
National Bank of North America 1980 - 1982
Skills
Credit Risk, Portfolio Management, Credit, Commercial Lending, Loans, Analytics, Commercial Banking, Credit Analysis, Banking, Financial Risk, Risk Management, Cash Management, Mortgage Lending, Finance, Analysis, Due Diligence
Education
Hofstra University 1981 — 1983
MBA, Finance
State University of New York College at Fredonia 1976 — 1980
Bachelors, Accounting
MacArthur HS
HSBC Bank USA, NA October 2014 - Present
Valley National Bank February 2006 - October 2014
Bank of America April 2004 - June 2005
Fleet Bank April 1996 - April 2004
Nat West 1982 - 1996
National Bank of North America 1980 - 1982
Skills
Credit Risk, Portfolio Management, Credit, Commercial Lending, Loans, Analytics, Commercial Banking, Credit Analysis, Banking, Financial Risk, Risk Management, Cash Management, Mortgage Lending, Finance, Analysis, Due Diligence
Education
Hofstra University 1981 — 1983
MBA, Finance
State University of New York College at Fredonia 1976 — 1980
Bachelors, Accounting
MacArthur HS
David Emmes's Nat West Experience January 1993 - January 1996
Job President, US Markets West BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon 2000 - Present
Orange County Museum of Art January 1995 - Present
Nat West January 1993 - January 1996
Security Pacific Bank January 1984 - January 1993
Skills
Asset Management, Wealth Management, Equities, Investments, Asset Allocation, Investment Management, Wealth Management..., Financial Analysis, Financial Services, Fixed Income, Securities, Charities, Family Office, Venture Capital, Derivatives, Private Banking, Mergers & Acquisitions, Leadership, Program Management, Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Private Equity
Education
California State University-Long Beach 1984 — 1986
MBA
California State University-Long Beach 1980 — 1982
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon 2000 - Present
Orange County Museum of Art January 1995 - Present
Nat West January 1993 - January 1996
Security Pacific Bank January 1984 - January 1993
Skills
Asset Management, Wealth Management, Equities, Investments, Asset Allocation, Investment Management, Wealth Management..., Financial Analysis, Financial Services, Fixed Income, Securities, Charities, Family Office, Venture Capital, Derivatives, Private Banking, Mergers & Acquisitions, Leadership, Program Management, Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Private Equity
Education
California State University-Long Beach 1984 — 1986
MBA
California State University-Long Beach 1980 — 1982
Bachelor of Business Administration (B.B.A.), Finance
Vicki Carduner's Nat West Experience September 1993 - September 1996
Job Conversion Manager at State Street
Industry Financial Services
Experience
State Street October 2007 - Present
Corbeau Technologies June 2005 - September 2007
Princeton Financial Systems September 1998 - June 2003
Bristol Myers Squibb September 1996 - September 1998
Nat West September 1993 - September 1996
Skills
Business Analysis, Project Management, Accounting, Business Strategy, Integration, Investments, Marketing, Process Improvement, Product Management, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Vendor Management, Equities, Financial Services, Fixed Income
Education
Rutgers University-New Brunswick 1986 — 1990
State Street October 2007 - Present
Corbeau Technologies June 2005 - September 2007
Princeton Financial Systems September 1998 - June 2003
Bristol Myers Squibb September 1996 - September 1998
Nat West September 1993 - September 1996
Skills
Business Analysis, Project Management, Accounting, Business Strategy, Integration, Investments, Marketing, Process Improvement, Product Management, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Vendor Management, Equities, Financial Services, Fixed Income
Education
Rutgers University-New Brunswick 1986 — 1990
Holly Sheffield's Nat West Experience August 1992 - August 1995
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
Chris Hollamby's Nat West Experience July 1983 - December 1999
Job Experienced BPO Executive
Industry Outsourcing/Offshoring
Experience
Convergys February 2012 - Present
ICT Group January 2009 - June 2010
ICT Europe January 2008 - January 2009
TRG iSKY April 2006 - December 2007
TRG Customer Solutions May 2005 - April 2006
SITEL UK May 2000 - May 2004
Nat West July 1983 - December 1999
Skills
Outsourcing, Management, Contact Centers, Customer Experience, Vendor Management, Strategy, BPO, Leadership, Offshoring, Operational Excellence, Call Centers, Team Management, Process Improvement, Team Leadership, Customer Satisfaction, Team Building, Operations Management, CRM, Telemarketing, Marketing, Business Process..., Customer Retention, Workforce Management, Negotiation, Business Analysis, Coaching, Performance Management, Strategic Planning, Call Center, Business Strategy, Inbound Marketing, Change Management, Account Management, Management Consulting, Telecommunications
Education
University of Manchester - Manchester Business School 1998 — 1999
BSc.(Hons); DipM;MCIM;ACIB;AIFS, Financial Services
Queen Elizabeth II College 1982 — 1983
Convergys February 2012 - Present
ICT Group January 2009 - June 2010
ICT Europe January 2008 - January 2009
TRG iSKY April 2006 - December 2007
TRG Customer Solutions May 2005 - April 2006
SITEL UK May 2000 - May 2004
Nat West July 1983 - December 1999
Skills
Outsourcing, Management, Contact Centers, Customer Experience, Vendor Management, Strategy, BPO, Leadership, Offshoring, Operational Excellence, Call Centers, Team Management, Process Improvement, Team Leadership, Customer Satisfaction, Team Building, Operations Management, CRM, Telemarketing, Marketing, Business Process..., Customer Retention, Workforce Management, Negotiation, Business Analysis, Coaching, Performance Management, Strategic Planning, Call Center, Business Strategy, Inbound Marketing, Change Management, Account Management, Management Consulting, Telecommunications
Education
University of Manchester - Manchester Business School 1998 — 1999
BSc.(Hons); DipM;MCIM;ACIB;AIFS, Financial Services
Queen Elizabeth II College 1982 — 1983
Barry Frohlinger's Nat West Experience 1984 - 1995
Job Principal at Barry M Frohlinger
Industry Financial Services
Experience
Barry M Frohlinger Associates, Inc. 1981 - Present
Citigroup, Inc 1981 - Present
Fleet 1986 - 2004
Jon Stroble & Associates, Ltd 1984 - 1999
Nat West 1984 - 1995
Texas Commerce Bank 1982 - 1984
Bank of America 1978 - 1982
Skills
Funding, Credit, Valuation, Banking, Analytics, Risk, Loans, Financial Risk, Credit Analysis, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Risk Analysis, Financial Services, Finance, Accounting, Teaching, Teaching Classes, Commercial Banking, Analysis, Fixed Income, Training
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
Advanced Professional Certificate, Taxation
Purdue University - Krannert School of Management 1976 — 1978
MSM, Finance
Barry M Frohlinger Associates, Inc. 1981 - Present
Citigroup, Inc 1981 - Present
Fleet 1986 - 2004
Jon Stroble & Associates, Ltd 1984 - 1999
Nat West 1984 - 1995
Texas Commerce Bank 1982 - 1984
Bank of America 1978 - 1982
Skills
Funding, Credit, Valuation, Banking, Analytics, Risk, Loans, Financial Risk, Credit Analysis, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Risk Analysis, Financial Services, Finance, Accounting, Teaching, Teaching Classes, Commercial Banking, Analysis, Fixed Income, Training
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
Advanced Professional Certificate, Taxation
Purdue University - Krannert School of Management 1976 — 1978
MSM, Finance
Deborah Malden's Nat West Experience 1985 - 1991
Job Advocacy and Capacity Building for Arts, Culture and Nonprofits
Industry Public Policy
Experience
Boulder Chamber August 2013 - Present
Social Venture Partners Boulder County 2012 - Present
The Dairy Center for the Arts 2004 - 2008
UBS Securities 1991 - 1997
Nat West 1985 - 1991
Richco Capital 1982 - 1983
JPMorgan Chase & Co. 1977 - 1982
Skills
Fundraising, Entrepreneurship, Management, Volunteer Management, Nonprofits, Event Planning, Grant Writing, Grants, Public Speaking, Non-profits, Board Development, Community Outreach, Program Development, Philanthropy, Leadership Development, Leadership, Strategic Planning
Education
University of Michigan
Bachelor of Business Administration, Marketing/Marketing Management, General
Boulder Chamber August 2013 - Present
Social Venture Partners Boulder County 2012 - Present
The Dairy Center for the Arts 2004 - 2008
UBS Securities 1991 - 1997
Nat West 1985 - 1991
Richco Capital 1982 - 1983
JPMorgan Chase & Co. 1977 - 1982
Skills
Fundraising, Entrepreneurship, Management, Volunteer Management, Nonprofits, Event Planning, Grant Writing, Grants, Public Speaking, Non-profits, Board Development, Community Outreach, Program Development, Philanthropy, Leadership Development, Leadership, Strategic Planning
Education
University of Michigan
Bachelor of Business Administration, Marketing/Marketing Management, General
Colin Hynson's Nat West Experience 1996 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Closed-End Fund Advisors April 2010 - Present
Wachovia 1998 - 2007
Nat West 1996 - 1998
Merrill Lynch 1989 - 1996
Skills
Asset Management, FINRA, Portfolio Management, Wealth Management, Electronic Trading, Business Development, Capital Markets, Trading, Equities, Retirement Planning, Mutual Funds, Bloomberg, Bonds, Risk Management, Series 7, Series 63, Derivatives, ETFs, Equity Trading, Asset Managment, Alternative Investments, Equity Research, Hedge Funds, Investments, Financial Modeling, Strategic Financial..., Financial Services, Financial Markets, Securities, Investment Banking, Trading Systems, Asset Allocation, Financial Analysis, Retirement, Fixed Income, Options
Education
St. Lawrence University 1980 — 1984
Rye High School
Closed-End Fund Advisors April 2010 - Present
Wachovia 1998 - 2007
Nat West 1996 - 1998
Merrill Lynch 1989 - 1996
Skills
Asset Management, FINRA, Portfolio Management, Wealth Management, Electronic Trading, Business Development, Capital Markets, Trading, Equities, Retirement Planning, Mutual Funds, Bloomberg, Bonds, Risk Management, Series 7, Series 63, Derivatives, ETFs, Equity Trading, Asset Managment, Alternative Investments, Equity Research, Hedge Funds, Investments, Financial Modeling, Strategic Financial..., Financial Services, Financial Markets, Securities, Investment Banking, Trading Systems, Asset Allocation, Financial Analysis, Retirement, Fixed Income, Options
Education
St. Lawrence University 1980 — 1984
Rye High School
Carl M Gambino's Nat West Experience 1980 - 1999
Job Board Member/Consultant/Volunteer at LaSalle
Industry Banking
Experience
Signature Bank September 2007 - Present
North Fork Bank 1999 - 2007
Board Member YMCA 23rd t 2000 - 2003
nat west 1980 - 1999
bankers trust 1978 - 1999
NatWest Bank 1982 - 1986
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Lines Of Credit, Banking, Mortgage Lending, Asset Based Lending, Consumer Lending, Financial Services, Investments, Real Estate Economics, Credit Risk, Risk Management, Cash Management, Negotiation, Due Diligence, Equities, Asset Management, Real Estate, Business Networking, Time Management, Networking, Sales, Leadership, Marketing, Team Building, Community Development, Recruiting, Alumni Affairs, Sponsorship Relations, Event Planning, Client Development, Manage Client..., Commercial Banking, Customer Relations, New Business Development
Education
pace 1976 — 1980
business/marketing
La Salle Academy 1972 — 1976
High School
Signature Bank September 2007 - Present
North Fork Bank 1999 - 2007
Board Member YMCA 23rd t 2000 - 2003
nat west 1980 - 1999
bankers trust 1978 - 1999
NatWest Bank 1982 - 1986
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Lines Of Credit, Banking, Mortgage Lending, Asset Based Lending, Consumer Lending, Financial Services, Investments, Real Estate Economics, Credit Risk, Risk Management, Cash Management, Negotiation, Due Diligence, Equities, Asset Management, Real Estate, Business Networking, Time Management, Networking, Sales, Leadership, Marketing, Team Building, Community Development, Recruiting, Alumni Affairs, Sponsorship Relations, Event Planning, Client Development, Manage Client..., Commercial Banking, Customer Relations, New Business Development
Education
pace 1976 — 1980
business/marketing
La Salle Academy 1972 — 1976
High School
Robert Horowitz's Nat West Experience 1991 - 1993
Job Managing Director at Guggenheim Partners
Industry Music
Experience
Guggenheim Partners July 2010 - Present
Primary Wave Music Publishing April 2008 - July 2010
Credit Suisse 2001 - 2008
Royal Bank of Scotland 1999 - 2001
RBS Greenwich Capital 1995 - 1999
Oppenheimer & Co. 1993 - 1995
Nat West 1991 - 1993
Education
University of Michigan 1987 — 1991
University of Michigan 1987 — 1991
Guggenheim Partners July 2010 - Present
Primary Wave Music Publishing April 2008 - July 2010
Credit Suisse 2001 - 2008
Royal Bank of Scotland 1999 - 2001
RBS Greenwich Capital 1995 - 1999
Oppenheimer & Co. 1993 - 1995
Nat West 1991 - 1993
Education
University of Michigan 1987 — 1991
University of Michigan 1987 — 1991
Srini Yellamelli's Nat West Experience July 1994 - October 1996
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America December 2010 - November 2011
Morgan Stanley March 2009 - December 2010
Merrill Lynch 1996 - 2008
Nat West July 1994 - October 1996
Lehman Brothers February 1993 - July 1994
Salomon Brothers April 1990 - February 1993
Skills
Trading Systems, Market Data, Electronic Trading, Equity Derivatives, Equities
Education
Jawaharlal Nehru Technological University
B.Tech, Mechanical Engineering
New Jersey Institute of Technology
M.S, Computer Science
Bank of America December 2010 - November 2011
Morgan Stanley March 2009 - December 2010
Merrill Lynch 1996 - 2008
Nat West July 1994 - October 1996
Lehman Brothers February 1993 - July 1994
Salomon Brothers April 1990 - February 1993
Skills
Trading Systems, Market Data, Electronic Trading, Equity Derivatives, Equities
Education
Jawaharlal Nehru Technological University
B.Tech, Mechanical Engineering
New Jersey Institute of Technology
M.S, Computer Science
Richard Pikowski's Nat West Experience June 1980 - March 1986
Job DirectorGlobal HR Operations at Navigators
Industry Insurance
Experience
Navigators May 2015 - Present
RDJP LLC May 2013 - April 2015
XL Group plc January 2007 - April 2013
XL Capital August 2004 - December 2006
Credit Lyonnais July 1996 - July 2004
Credit Lyonnais February 1992 - June 1996
Credit Lyonnais November 1988 - January 1992
Credit Lyonnais April 1986 - October 1988
Nat West June 1980 - March 1986
Skills
Governance, HRIS, Outsourcing, Change Management, Risk Management, Vendor Management, Performance Management, Deferred Compensation, Human Resources, Employee Relations, Banking, Mergers & Acquisitions, Management, Employee Benefits, Executive Pay, Payroll, Insurance, Financial Risk, Business Analysis, Integration, SDLC, Recruiting, Onboarding
Education
Saint John's University 1977 — 1980
BS, Accounting
Cornell University
HR Studies Certification
Navigators May 2015 - Present
RDJP LLC May 2013 - April 2015
XL Group plc January 2007 - April 2013
XL Capital August 2004 - December 2006
Credit Lyonnais July 1996 - July 2004
Credit Lyonnais February 1992 - June 1996
Credit Lyonnais November 1988 - January 1992
Credit Lyonnais April 1986 - October 1988
Nat West June 1980 - March 1986
Skills
Governance, HRIS, Outsourcing, Change Management, Risk Management, Vendor Management, Performance Management, Deferred Compensation, Human Resources, Employee Relations, Banking, Mergers & Acquisitions, Management, Employee Benefits, Executive Pay, Payroll, Insurance, Financial Risk, Business Analysis, Integration, SDLC, Recruiting, Onboarding
Education
Saint John's University 1977 — 1980
BS, Accounting
Cornell University
HR Studies Certification
Alun Williams's Nat West Experience 1994 - 1996
Job Director of Operations and Trading at Horizon Kinetics
Industry Investment Management
Experience
Horizon Kinetics LLC August 2009 - Present
Goldman Sachs Asset Management 2006 - 2009
Goldman Sachs 1996 - 2009
Nat West 1994 - 1996
Skills
Series 7, Prime Brokerage, Hedge Funds, Fixed Income, Asset Management, Securities, Mutual Funds, Equities, Alternative Investments, FINRA, Investments, Capital Markets, Bloomberg, Financial Services, Derivatives
Education
Bath Spa University 1990 — 1994
Horizon Kinetics LLC August 2009 - Present
Goldman Sachs Asset Management 2006 - 2009
Goldman Sachs 1996 - 2009
Nat West 1994 - 1996
Skills
Series 7, Prime Brokerage, Hedge Funds, Fixed Income, Asset Management, Securities, Mutual Funds, Equities, Alternative Investments, FINRA, Investments, Capital Markets, Bloomberg, Financial Services, Derivatives
Education
Bath Spa University 1990 — 1994
Judy Consomer's Nat West Experience 1983 - 1986
Job Credit Analyst at Credit2B
Industry Financial Services
Experience
Credit2B March 2012 - Present
Newtek Business Services April 2010 - May 2011
Newtek Small Business Finance September 2004 - January 2009
Banco Popular May 1997 - January 2004
Arab American Bank October 1986 - August 1996
Nat West 1983 - 1986
Skills
Loans, Portfolio Management, Analysis, Access, Budgets
Education
Pace University - Lubin School of Business 1979 — 1983
BBA, Accountancy
Credit2B March 2012 - Present
Newtek Business Services April 2010 - May 2011
Newtek Small Business Finance September 2004 - January 2009
Banco Popular May 1997 - January 2004
Arab American Bank October 1986 - August 1996
Nat West 1983 - 1986
Skills
Loans, Portfolio Management, Analysis, Access, Budgets
Education
Pace University - Lubin School of Business 1979 — 1983
BBA, Accountancy
Jennifer Agnes's Nat West Experience 1987 - 1992
Job Managing Director Enterprise Data Warehouses & Operations at GE Capital
Industry Financial Services
Experience
GE Capital February 2015 - Present
GE Capital October 2013 - Present
GE Capital Real Estate August 2005 - September 2013
GE Capital - Real Estate August 2002 - July 2005
GE Capital Commercial Finance February 1999 - July 2002
GE Capital March 1996 - January 1999
Republic National Bank of New York (France) 1992 - 1996
Nat West 1987 - 1992
Skills
Management, Data Management, Data Governance, Change Management, Strategic Planning, Leadership, Coaching, Risk Management, Process Improvement, Asset Management, Strategy, Real Estate, Cross-functional Team..., Due Diligence, Project Management, Asset Based Lending, Underwriting, Analysis, Portfolio Management
Education
University of Connecticut 1982 — 1987
BS, Real Estate / French
Universite de Haute Normandie 1984 — 1985
Diplome superieure des Etudes Francaises, French Language and Literature
GE Capital February 2015 - Present
GE Capital October 2013 - Present
GE Capital Real Estate August 2005 - September 2013
GE Capital - Real Estate August 2002 - July 2005
GE Capital Commercial Finance February 1999 - July 2002
GE Capital March 1996 - January 1999
Republic National Bank of New York (France) 1992 - 1996
Nat West 1987 - 1992
Skills
Management, Data Management, Data Governance, Change Management, Strategic Planning, Leadership, Coaching, Risk Management, Process Improvement, Asset Management, Strategy, Real Estate, Cross-functional Team..., Due Diligence, Project Management, Asset Based Lending, Underwriting, Analysis, Portfolio Management
Education
University of Connecticut 1982 — 1987
BS, Real Estate / French
Universite de Haute Normandie 1984 — 1985
Diplome superieure des Etudes Francaises, French Language and Literature
Sue Fidiam's Nat West Experience July 1994 - June 1995
Job Workforce Management Specialist at CIGNA Healthcare
Industry Insurance
Experience
CIGNA Healthcare June 2007 - Present
Cigna August 2005 - June 2007
Telerx June 1999 - August 2005
Fleet Bank June 1995 - October 1998
Nat West July 1994 - June 1995
Skills
Workforce Management, Call Centers, Customer Service, IEX Total View, eWFM, Kronos Timekeeping, PeopleSoft, Call Monitoring, Call center start-up, Motivation, Program Management, Staff Development, Staff Management, Coaching Staff, Performance Management, Training, Process Improvement, Call Center, Vendor Management, BPO, Customer Retention, Customer Satisfaction, Employee Benefits, Team Building
Education
University of Scranton 1983 — 1987
BS, Marketing
Bishop O'Hara 1979 — 1983
CIGNA Healthcare June 2007 - Present
Cigna August 2005 - June 2007
Telerx June 1999 - August 2005
Fleet Bank June 1995 - October 1998
Nat West July 1994 - June 1995
Skills
Workforce Management, Call Centers, Customer Service, IEX Total View, eWFM, Kronos Timekeeping, PeopleSoft, Call Monitoring, Call center start-up, Motivation, Program Management, Staff Development, Staff Management, Coaching Staff, Performance Management, Training, Process Improvement, Call Center, Vendor Management, BPO, Customer Retention, Customer Satisfaction, Employee Benefits, Team Building
Education
University of Scranton 1983 — 1987
BS, Marketing
Bishop O'Hara 1979 — 1983
Mario Caracappa's Nat West Experience 1975 - 1993
Job Executive Vice President at Bank United
Industry Banking
Experience
BankUnited March 2010 - Present
Herald National Bank June 2008 - March 2013
North Fork Bank October 1996 - June 2008
Nat West 1975 - 1993
Skills
Commercial Lending, Loans, Banking, Credit, Cash Management, Risk Management, Commercial Banking, Small Business Lending, Credit Analysis, Retail Banking, Strategic Planning, Credit Risk, Consumer Lending, Portfolio Management, Operations Management, Financial Analysis, Mergers & Acquisitions, Asset Based Lending, Due Diligence, Underwriting, Customer Service
Education
Hofstra University
BankUnited March 2010 - Present
Herald National Bank June 2008 - March 2013
North Fork Bank October 1996 - June 2008
Nat West 1975 - 1993
Skills
Commercial Lending, Loans, Banking, Credit, Cash Management, Risk Management, Commercial Banking, Small Business Lending, Credit Analysis, Retail Banking, Strategic Planning, Credit Risk, Consumer Lending, Portfolio Management, Operations Management, Financial Analysis, Mergers & Acquisitions, Asset Based Lending, Due Diligence, Underwriting, Customer Service
Education
Hofstra University
Josephine Fischioni's Nat West Experience 1990 - 1997
Job Senior Treasury Management Sales Officer at Astoria Bank
Industry Banking
Experience
Astoria Bank April 2012 - Present
Sovereign Bank December 2004 - April 2012
PNC April 1997 - December 2004
Nat West 1990 - 1997
Education
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Astoria Bank April 2012 - Present
Sovereign Bank December 2004 - April 2012
PNC April 1997 - December 2004
Nat West 1990 - 1997
Education
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Bruce Ehrlich's Nat West Experience 1987 - 1989
Job Senior Vice President Commercial Banking at Citibank
Industry Banking
Experience
Citibank/EAB September 2000 - Present
Bank of New York October 1989 - August 2000
Nat West 1987 - 1989
Long Island Trust Company December 1981 - February 1987
Bankers Trust Company of Hudson Valley February 1979 - November 1981
Bankers Trust Company June 1977 - February 1978
Skills
Commercial Banking, Loans, Credit Analysis, Credit Risk
Education
Hofstra University 1974 — 1979
Master of Business Administration (M.B.A.), Accounting
Syracuse University 1973 — 1977
Bachelor of Science (B.S.), Finance, General
Citibank/EAB September 2000 - Present
Bank of New York October 1989 - August 2000
Nat West 1987 - 1989
Long Island Trust Company December 1981 - February 1987
Bankers Trust Company of Hudson Valley February 1979 - November 1981
Bankers Trust Company June 1977 - February 1978
Skills
Commercial Banking, Loans, Credit Analysis, Credit Risk
Education
Hofstra University 1974 — 1979
Master of Business Administration (M.B.A.), Accounting
Syracuse University 1973 — 1977
Bachelor of Science (B.S.), Finance, General
David Colacito's Nat West Experience August 1994 - December 1997
Job Director Technology Services at Parente Randolph
Industry Human Resources
Experience
Vantagen December 1997 - Present
Nat West August 1994 - December 1997
Education
University of Massachusetts Lowell 1981 — 1986
BS, Business
Vantagen December 1997 - Present
Nat West August 1994 - December 1997
Education
University of Massachusetts Lowell 1981 — 1986
BS, Business
Terri Gallo-McCarthy's Nat West Experience August 1982 - September 1998
Job Teacher Assistant at Jersey City Public Schools
Industry Primary/Secondary Education
Experience
Jersey City Public Schools September 2004 - Present
Nat West August 1982 - September 1998
Natwest August 1982 - August 1998
Skills
Curriculum Development, Teachers, Curriculum Design, Smartboard, Special Education, Classroom Management, Differentiated..., Grant Writing, Elementary Education, Lesson Planning, ESL, IEP, Literacy, Educational Technology, Research, Teacher Training, Editing, Public Speaking
Education
New Jersey City University 2003 — 2013
History
Jersey City Public Schools September 2004 - Present
Nat West August 1982 - September 1998
Natwest August 1982 - August 1998
Skills
Curriculum Development, Teachers, Curriculum Design, Smartboard, Special Education, Classroom Management, Differentiated..., Grant Writing, Elementary Education, Lesson Planning, ESL, IEP, Literacy, Educational Technology, Research, Teacher Training, Editing, Public Speaking
Education
New Jersey City University 2003 — 2013
History
Dita Hutchinson's Nat West Experience 1984 - 1987
Job Community Editor, Human Condition Subcommittee at Conference on World Affairs (CWA)
Industry Financial Services
Experience
Conference on World Affairs (CWA) May 2015 - Present
Supporters of Fairview International Baccalaureate (IB) 2009 - 2015
Summit Charter Middle School 2009 - 2011
Women's Wilderness Institute 2007 - 2008
The Nature Conservancy 1993 - 1995
Lasalle Partners Inc 1991 - 1993
Lasalle Partners Inc 1988 - 1990
Nat West 1984 - 1987
AIG 1981 - 1984
Skills
Investments, Banking, Strategic Planning, Asset Management
Education
The University of Chicago 1986 — 1988
Master of Business Administration (M.B.A.), Finance
University of Mary Washington 1977 — 1981
Bachelor’s Degree, International Relations and Affairs
Conference on World Affairs (CWA) May 2015 - Present
Supporters of Fairview International Baccalaureate (IB) 2009 - 2015
Summit Charter Middle School 2009 - 2011
Women's Wilderness Institute 2007 - 2008
The Nature Conservancy 1993 - 1995
Lasalle Partners Inc 1991 - 1993
Lasalle Partners Inc 1988 - 1990
Nat West 1984 - 1987
AIG 1981 - 1984
Skills
Investments, Banking, Strategic Planning, Asset Management
Education
The University of Chicago 1986 — 1988
Master of Business Administration (M.B.A.), Finance
University of Mary Washington 1977 — 1981
Bachelor’s Degree, International Relations and Affairs
Andrew H. Piech's Nat West Experience 1986 - 1996
Job Vice President
Industry Financial Services
Experience
New Millennium Bank October 2011 - Present
Professional Services Group at NJ Department of Labor & Workforce Development May 2011 - October 2011
CIT June 2000 - March 2011
Commerce Bank aka Prestige State Bank 1997 - 2000
Fleet Bank aka Nat West 1996 - 1997
Nat West 1986 - 1996
Skills
Microsoft Excel, Customer Service, Loans, Real Estate, Budgets, Commercial Real Estate, Financial Analysis, Forecasting, Process Improvement, Finance, Risk Management, Access, Due Diligence, Training, Time Management, Financial Reporting, Management, Sales, Banking
Education
George Washington University 1968 — 1972
Bachelor's Degree, History
The George Washington University
B.A., History
New Millennium Bank October 2011 - Present
Professional Services Group at NJ Department of Labor & Workforce Development May 2011 - October 2011
CIT June 2000 - March 2011
Commerce Bank aka Prestige State Bank 1997 - 2000
Fleet Bank aka Nat West 1996 - 1997
Nat West 1986 - 1996
Skills
Microsoft Excel, Customer Service, Loans, Real Estate, Budgets, Commercial Real Estate, Financial Analysis, Forecasting, Process Improvement, Finance, Risk Management, Access, Due Diligence, Training, Time Management, Financial Reporting, Management, Sales, Banking
Education
George Washington University 1968 — 1972
Bachelor's Degree, History
The George Washington University
B.A., History
Cathy Cullen's Nat West Experience 1998 - 2000
Job Global Head of ORM's Risk & Control Assessment and Incident Management Programmes at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2007 - Present
The Royal Bank of Scotland (RBS) 2000 - 2006
Nat West 1998 - 2000
Nat West 1997 - 1998
Bankers Trust 1987 - 1993
Chase Manhattan Bank, N.A. 1983 - 1987
Education
Hofstra University
BA, Business; Technology
Barclays Capital September 2007 - Present
The Royal Bank of Scotland (RBS) 2000 - 2006
Nat West 1998 - 2000
Nat West 1997 - 1998
Bankers Trust 1987 - 1993
Chase Manhattan Bank, N.A. 1983 - 1987
Education
Hofstra University
BA, Business; Technology
Andrew Clements's Nat West Experience August 1998 - July 2003
Job Audit Senior Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
AOL July 2014 - December 2014
Grant Thornton LLP September 2012 - June 2014
Grant Thornton LLP October 2007 - August 2012
Grant Thornton UK LLP September 2003 - October 2007
Nat West August 1998 - July 2003
Skills
Accounting, Auditing, External Audit, Financial Reporting, Financial Accounting, GAAP, SEC filings, IFRS, Internal Controls, Assurance, US GAAP, Sarbanes-Oxley Act, CPA, Financial Audits, Financial Statements
Education
The University of Sheffield 2000 — 2003
Bachelor of Arts (B.A.), Accounting and Finance
Grant Thornton LLP January 2015 - Present
AOL July 2014 - December 2014
Grant Thornton LLP September 2012 - June 2014
Grant Thornton LLP October 2007 - August 2012
Grant Thornton UK LLP September 2003 - October 2007
Nat West August 1998 - July 2003
Skills
Accounting, Auditing, External Audit, Financial Reporting, Financial Accounting, GAAP, SEC filings, IFRS, Internal Controls, Assurance, US GAAP, Sarbanes-Oxley Act, CPA, Financial Audits, Financial Statements
Education
The University of Sheffield 2000 — 2003
Bachelor of Arts (B.A.), Accounting and Finance
Ilana Priest's Nat West Experience September 1994 - May 1995
Job Senior Correspondant Underwriter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2011 - Present
AMO Recoveries July 2011 - November 2011
Mega Mortgage Services April 1997 - July 2006
K Mortgage May 1995 - July 1997
Nat West September 1994 - May 1995
Counrtywide Funding Corporation December 1993 - September 1994
Cenlar FSB October 1986 - January 1991
Skills
Non agency loans, Agency loans, FHA loans, Delegate Agency loans, FHA 203K loans, Specializing in self..., Effectively communicate..., DE Designation since..., 1 million dollar...
Education
Rider University 1981 — 1985
Bachelor of Science (BS), Commerce
JPMorgan Chase November 2011 - Present
AMO Recoveries July 2011 - November 2011
Mega Mortgage Services April 1997 - July 2006
K Mortgage May 1995 - July 1997
Nat West September 1994 - May 1995
Counrtywide Funding Corporation December 1993 - September 1994
Cenlar FSB October 1986 - January 1991
Skills
Non agency loans, Agency loans, FHA loans, Delegate Agency loans, FHA 203K loans, Specializing in self..., Effectively communicate..., DE Designation since..., 1 million dollar...
Education
Rider University 1981 — 1985
Bachelor of Science (BS), Commerce
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
CIBC Wood Gundy